Account Transfers

by JoelLewis

Account Transfers is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Account Transfers

Copy Account Transfers into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/account-transfers ~/.claude/skills/account-transfers

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/client-operations/skills/account-transfers/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/account-transfers
Collection: One of 25 skills cataloged from this repository
Category: Automation — 2109 skills

What Account Transfers does

Account Transfers processes and manages account moves between financial institutions, including ACATs, non-ACAT transfers, journals, rollovers, and cost basis reporting. Use it when handling transfer rejects, residuals, fractional shares, or beneficiary and Roth conversion paperwork.

Account Transfers is cataloged under Automation on DirSkills. Account Transfers comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Account Transfers

Core Concepts

ACAT Transfer System

The Automated Customer Account Transfer Service (ACATS) is operated by DTCC's National Securities Clearing Corporation (NSCC) and provides a standardized, automated mechanism for transferring customer accounts between broker-dealers and banks. ACATS is the primary system for transferring brokerage accounts in the United States and is governed by FINRA Rule 11870 (Customer Account Transfer Contracts).

How ACATS works — the transfer lifecycle:

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Account Transfers

What else does JoelLewis publish alongside Account Transfers?
Account Transfers is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Account Transfers does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Account Transfers compare to other Automation skills?
Account Transfers ranks #1890 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Account Transfers against them. Open each page to compare what they document and how they install.